VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, December 3, 2025

Tool Comparison

Calcbench vs Wealth Hub — Hedge Fund Letters comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Calcbench adds Financials, Improved Filings, Flags, Management Compensation, Acquisitions, Ticker Changes, Data APIs, APIs & SDKs, Sheets / Excel Add-ins, and Regulatory Filings Monitoring coverage that Wealth Hub — Hedge Fund Letters skips.

Wealth Hub — Hedge Fund Letters includes Newsletters categories that Calcbench omits.

In depth comparison

Calcbench

calcbench.com

SEC-filings and earnings‑release data platform built for analysts. Coverage includes as‑reported financial statements, footnotes/disclosures text, segments & breakouts, earnings press‑release numerics (incl. non‑GAAP and guidance), proxies, 8‑Ks, and SEC comment letters. ‘Trace’ any number back to the source filing. Point‑in‑time fundamentals with publication timestamps are available for backtests. Excel (Windows) add‑in is full‑featured; Office 365 (Mac/Web) and Google Sheets add‑ins are lighter. API access is separate from standard subscriptions.

Platforms

WebDesktopAPI

Pricing

FreeSubscription

Quick highlights

As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.
Auditor & auditor‑fee dataset with flags; M&A purchase‑price‑allocation dataset.

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Wealth Hub — Hedge Fund Letters

miltonfmr.com

Free public index of hedge fund investor letters organized by quarter. Each entry links to Dropbox folders maintained by the site, giving readers direct access to recent and historical letters. Wealth Hub also runs separate paid products—an archive and a Discord community—but these are distinct from the freely available letters page.

Platforms

Web

Pricing

Free

Quick highlights

Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years.
Letters are distributed via Dropbox folders linked directly from the index.
Index is regularly updated, with a call for readers to submit additional material.
Optional newsletter sign-up for new article alerts, plus social links on X/Twitter and LinkedIn.
Operated by Wealth Hub Capital, based in New York (590 Madison Avenue).

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Where they differ

Calcbench

Distinct strengths include:

Financials Improved Filings Flags Management Compensation Acquisitions Ticker Changes Data APIs APIs & SDKs

As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.

Wealth Hub — Hedge Fund Letters

Distinct strengths include:

Newsletters

Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years.
Letters are distributed via Dropbox folders linked directly from the index.
Index is regularly updated, with a call for readers to submit additional material.
Optional newsletter sign-up for new article alerts, plus social links on X/Twitter and LinkedIn.

Feature-by-feature breakdown

Attribute	Calcbench	Wealth Hub — Hedge Fund Letters
Categories Which research workflows each platform targets	Shared: Blogs Unique: Financials, Improved Filings, Flags, Management Compensation, Acquisitions, Ticker Changes, Data APIs, APIs & SDKs, Sheets / Excel Add-ins, Regulatory Filings Monitoring	Shared: Blogs Unique: Newsletters
Asset types Supported asset classes and universes	Stocks	Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Desktop, API	Web
Pricing High-level pricing models	Free, Subscription	Free
Key features Core capabilities called out by each vendor	Unique As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics. Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts. Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API. Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias. Auditor & auditor‑fee dataset with flags; M&A purchase‑price‑allocation dataset. Excel add‑in (Windows, full), Office 365 add‑in (Mac/Web, limited), and Google Sheets add‑on; Python API client.	Unique Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years. Letters are distributed via Dropbox folders linked directly from the index. Index is regularly updated, with a call for readers to submit additional material. Optional newsletter sign-up for new article alerts, plus social links on X/Twitter and LinkedIn. Operated by Wealth Hub Capital, based in New York (590 Madison Avenue). Paid offerings such as the Wealth Hub Archive and Discord community exist separately, but the hedge fund letters index remains freely available.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Calcbench and Wealth Hub — Hedge Fund Letters both support?

Both platforms cover Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Calcbench and Wealth Hub — Hedge Fund Letters require subscriptions?

Both Calcbench and Wealth Hub — Hedge Fund Letters keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Calcbench and Wealth Hub — Hedge Fund Letters?

Both Calcbench and Wealth Hub — Hedge Fund Letters prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Calcbench differentiates itself with As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics., Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts., and Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API., whereas Wealth Hub — Hedge Fund Letters stands out for Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years., Letters are distributed via Dropbox folders linked directly from the index., and Index is regularly updated, with a call for readers to submit additional material..

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